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Author Topic: Scheduled reminders and contact activity listing  (Read 544 times)

tastrax

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Scheduled reminders and contact activity listing
February 11, 2015, 07:45:11 pm
Hi Folks,

Are scheduled reminder emails meant to show up in a contacts activity listing?

Cheers - Phil

joanne

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Re: Scheduled reminders and contact activity listing
February 11, 2015, 10:21:56 pm
When you create the scheduled reminder there is a tick box Record activity for automated email . 

If you tick it they should (and on our 4.4.11 site they certainly do); if you don't tick it they won't.


tastrax

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Re: Scheduled reminders and contact activity listing
February 12, 2015, 01:09:17 pm
Thanks Joanne,

We are using 4.5.2 and we are not seeing the reminders in the activity list, despite having all the boxes ticked. Can anyone confirm that it does work on 4.5.2 before I dig deeper? All other activities seem to be posted as expected just not scheduled reminders.

Cheers - Phil

Dave Greenberg

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Re: Scheduled reminders and contact activity listing
February 12, 2015, 02:09:04 pm
It's a bit of a setup hassle BUT - would be helpful if you could set up a test of this on the public 4.5 demo.
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tastrax

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Re: Scheduled reminders and contact activity listing
February 12, 2015, 03:40:33 pm
Happy to try it out but I am a relative newbie.

Will this warning message on the demo affect the results?

Outbound Email Settings
Warning: Outbound email is disabled in system settings. Proper settings should be enabled on production servers.

tastrax

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Re: Scheduled reminders and contact activity listing
February 12, 2015, 03:47:33 pm
OK - setup as Wildcare Test - hourly

Dave Greenberg

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Re: Scheduled reminders and contact activity listing
February 13, 2015, 12:22:52 pm
Phil - Unfortunately the demo got reset before I could check it out. I did 2 tests on my local 4.5.6 sandbox - one with a Membership related reminder; one with an Event reminder. In both cases I did get an activity created for the applicable contacts. I think you'll need to some more debugging on your site (and perhaps upgrade to 4.5.6).
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tastrax

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Re: Scheduled reminders and contact activity listing
February 13, 2015, 05:34:59 pm
Thanks Dave - much appreciated.

Our developers have now got this working as expected.

One last question if I may - I assume you can use checksum fields in the renewals to take people straight to a payments form? I think they may have removed them in our setup so maybe that was the issue.

Cheers - Phil

Dave Greenberg

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Re: Scheduled reminders and contact activity listing
February 17, 2015, 11:21:39 am
I haven't tested checksums in scheduled reminder emails, but I think that should work.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Scheduled reminders and contact activity listing

This forum was archived on 2017-11-26.